Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

74-1907673
B Telephone number (see instructions)

(800) 496-2583
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,840,695J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 186,260 184,985  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 336,809
b Gross sales price for all assets on line 6a 3,281,067
7 Capital gain net income (from Part IV, line 2)... 336,809
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 111,467 111,467  
12 Total. Add lines 1 through 11........ 634,536 633,261  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 93,822 55,639   38,183
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 3,650 3,650   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,511 3,511   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 81,449 66,719   14,730
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 182,432 129,519 0 52,913
25 Contributions, gifts, grants paid....... 419,675 419,675
26 Total expenses and disbursements. Add lines 24 and 25 602,107 129,519 0 472,588
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 32,429
b Net investment income (if negative, enter -0-) 503,742
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 94,670 54,344 54,344
2 Savings and temporary cash investments......... 138,534 144,029 144,029
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,051,438 Click to see attachment3,779,759 5,488,752
c Investments—corporate bonds (attach schedule)....... 3,092,441 Click to see attachment3,406,702 3,593,209
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 393,257 Click to see attachment423,030 426,116
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2 Click to see attachment2 Click to see attachment134,245
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,770,342 7,807,866 9,840,695
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,770,342 7,807,866
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,770,342 7,807,866
30 Total liabilities and net assets/fund balances (see instructions). 7,770,342 7,807,866
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,770,342
2
Enter amount from Part I, line 27a .....................
2
32,429
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
16,646
4
Add lines 1, 2, and 3 ..........................
4
7,819,417
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
11,551
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,807,866
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 4172.448 CRM LNG/SHRT OPPORT-INST   2016-12-08 2020-01-09
b 10. CORTEVA INC     2020-01-13
c 9. CORTEVA INC     2020-01-13
d 9.846 CORTEVA INC     2020-01-14
e .154 CORTEVA INC   2019-04-08 2020-01-14
11. CORTEVA INC   2019-04-08 2020-01-14
4. CORTEVA INC     2020-01-14
3. CORTEVA INC   2019-06-27 2020-01-14
1. CORTEVA INC     2020-01-14
13. CORTEVA INC     2020-01-15
15. CORTEVA INC     2020-01-15
6. CORTEVA INC   2019-06-28 2020-01-15
1. CORTEVA INC   2019-06-28 2020-01-15
3.449 CORTEVA INC   2019-06-28 2020-01-15
4.551 CORTEVA INC   2015-06-18 2020-01-15
9. CORTEVA INC     2020-01-15
3841.744 CRM LNG/SHRT OPPORT-INST   2016-12-08 2020-01-16
4. CORTEVA INC     2020-01-16
3. CORTEVA INC   2015-07-15 2020-01-16
1. CORTEVA INC   2015-07-15 2020-01-16
31. QUALCOMM INC   2019-05-01 2020-01-23
16. EOG RESOURCES INC     2020-01-28
2. EOG RESOURCES INC     2020-01-28
1. EOG RESOURCES INC   2016-05-25 2020-01-29
1. EOG RESOURCES INC   2016-05-25 2020-01-29
1. EOG RESOURCES INC   2016-05-25 2020-01-29
12. EOG RESOURCES INC     2020-01-29
12. EOG RESOURCES INC     2020-01-29
11. EOG RESOURCES INC     2020-01-29
15. EOG RESOURCES INC     2020-01-30
4. EOG RESOURCES INC   2016-03-07 2020-01-30
12. ABBVIE INC     2020-02-11
2. ADOBE SYS INC   2012-08-03 2020-02-11
3. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-02-11
1. ALPHABET INC-CL C   2019-10-25 2020-02-11
1. ALPHABET INC-CL C   2018-05-07 2020-02-11
1. ALPHABET INC-CL A   2016-07-11 2020-02-11
2. AMAZON COM INC   2020-01-28 2020-02-11
10. AMERICAN EXPRESS CO   2019-06-10 2020-02-11
14. APPLE COMPUTER INC   2006-04-07 2020-02-11
5. AUTOMATIC DATA PROCESSING INC   2019-08-14 2020-02-11
44. BANK OF AMERICA CORPORATION     2020-02-11
7. BERKSHIRE HATHAWAY INC DEL CL B   2018-09-11 2020-02-11
26. BOSTON SCIENTIFIC CORP     2020-02-11
15. BRISTOL MYERS SQUIBB CO   2019-11-20 2020-02-11
5. BROADCOM INC     2020-02-11
3. CHARTER COMMUNICATIONS INC-A   2018-04-13 2020-02-11
18. CITIGROUP INC NEW     2020-02-11
12. COCA-COLA CO   2018-04-16 2020-02-11
35. COMCAST CORP NEW CL A   2019-05-14 2020-02-11
9. DIAMONDBACK ENERGY INC     2020-02-11
6. DISNEY WALT CO     2020-02-11
9. DUPONT DE NEMOURS INC-W/D     2020-02-11
8. ELECTRONIC ARTS   2018-09-20 2020-02-11
7. FACEBOOK INC-A   2020-01-08 2020-02-11
8. FIDELITY NATL INFORMATION SVCS INC   2019-08-14 2020-02-11
16. FISERV INC     2020-02-11
5. GENERAL DYNAMICS CORP     2020-02-11
6. HOME DEPOT INC   2011-09-29 2020-02-11
11. HONEYWELL INTL INC   2010-02-01 2020-02-11
4. INTERCONTINENTALEXCHANGE GROUP, INC   2017-02-01 2020-02-11
35. KEYCORP NEW   2018-10-08 2020-02-11
9. LILLY ELI & CO     2020-02-11
7. LOWES COS INC   2011-09-22 2020-02-11
18. MARATHON PETROLEUM CORPORATION     2020-02-11
7. MASTERCARD INC - CLASS A   2009-05-05 2020-02-11
3. MCDONALDS CORP   2019-06-10 2020-02-11
14. MERCK & CO INC   2019-03-14 2020-02-11
33. MICROSOFT CORP     2020-02-11
17. MONDELEZ INTERNATIONAL-W/I     2020-02-11
30. MORGAN STANLEY DEAN WITTER & CO NEW     2020-02-11
2. NETFLIX.COM INC   2018-09-13 2020-02-11
4. NEXTERA ENERGY INC   2018-07-18 2020-02-11
6. NORFOLK SOUTHN CORP     2020-02-11
3. NORTHROP GRUMMAN CORP   2019-05-20 2020-02-11
4. NVIDIA CORP   2018-10-08 2020-02-11
2. O'REILLY AUTOMOTIVE INC   2017-05-05 2020-02-11
10. PAYPAL HOLDINGS INC   2019-01-23 2020-02-11
9. PEPSICO INC   2018-05-22 2020-02-11
35. PFIZER INC     2020-02-11
5. PHILIP MORRIS INTERNATIONAL     2020-02-11
5. PIONEER NAT RES CO     2020-02-11
7. PROCTER & GAMBLE CO   2019-06-05 2020-02-11
7. ROSS STORES INC   2018-12-11 2020-02-11
9. SALESFORCE.COM INC   2018-10-08 2020-02-11
6. STANLEY BLACK & DECKER,INC.     2020-02-11
12. TEXAS INSTRS INC     2020-02-11
2. THERMO ELECTRON CORP   2020-01-14 2020-02-11
6. UNION PAC CORP   2018-02-22 2020-02-11
4. UNITED TECHNOLOGIES CORP     2020-02-11
9. UNITEDHEALTH GROUP INC     2020-02-11
3. VERTEX PHARMACEUTICALS INC   2011-12-15 2020-02-11
5. VISA INC CLASS A SHARES   2015-10-19 2020-02-11
7. WASTE CONNECTIONS INC   2016-08-10 2020-02-11
13. WELLS FARGO & CO NEW   2009-03-17 2020-02-11
2. WEX INC   2016-05-02 2020-02-11
3. YUM BRANDS INC     2020-02-11
9. ZIMMER HLDGS INC     2020-02-11
6. ALLEGION PLC     2020-02-11
2. ACCENTURE PLC   2014-04-22 2020-02-11
10. LINDE PLC   2019-08-14 2020-02-11
7. CHUBB LTD     2020-02-11
7. NXP SEMICONDUCTORS NV   2020-01-23 2020-02-11
1372. JPMORGAN BETABUILDERS JAPAN ETF     2020-02-13
628. JPMORGAN BETABUILDERS JAPAN ETF     2020-02-13
9. ELECTRONIC ARTS     2020-02-25
12. ELECTRONIC ARTS     2020-02-25
3. ACCENTURE PLC   2014-04-22 2020-02-25
14. ACCENTURE PLC   2014-04-03 2020-02-26
34. DISNEY WALT CO     2020-03-04
79. WELLS FARGO & CO NEW   2009-03-17 2020-03-04
2. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-11
2. DUPONT DE NEMOURS INC-W/D     2020-03-11
39.397 DUPONT DE NEMOURS INC-W/D     2020-03-11
11.603 DUPONT DE NEMOURS INC-W/D   2019-04-08 2020-03-11
5. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-12
3. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-12
1000. ISHARES MISCI EAFE INDEX FUND     2020-03-12
250. JPMORGAN BETABUILDERS CANADA   2018-08-14 2020-03-12
750. JPMORGAN BETABUILDERS JAPAN ETF   2018-07-12 2020-03-12
1600. SCHWAB U.S. TIPS ETF   2018-10-01 2020-03-12
6. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-13
864.85 FIDELITY 500 INDEX-INST PRM     2020-03-17
1560. ISHARES MISCI EAFE INDEX FUND     2020-03-18
519. ISHARES TR 7-10 YR TREAS INDEX FD   2019-09-19 2020-03-30
20. UNITED TECHNOLOGIES CORP     2020-03-31
17. COMCAST CORP NEW CL A   2019-03-14 2020-04-16
4. COMCAST CORP NEW CL A   2019-05-14 2020-04-16
37. COMCAST CORP NEW CL A   2019-03-14 2020-04-16
26. COMCAST CORP NEW CL A     2020-04-16
4. COMCAST CORP NEW CL A   2019-01-29 2020-04-16
5. ROSS STORES INC   2018-12-11 2020-04-16
6. ROSS STORES INC   2018-12-11 2020-04-16
7. ROSS STORES INC     2020-04-16
22. ROSS STORES INC     2020-04-16
108. MARATHON PETROLEUM CORPORATION     2020-04-27
21. ABBVIE INC     2020-04-28
4. ADOBE SYS INC   2012-08-03 2020-04-28
3. ALPHABET INC-CL C     2020-04-28
1. ALPHABET INC-CL A   2016-07-11 2020-04-28
2. AMAZON COM INC     2020-04-28
11. AMERICAN EXPRESS CO     2020-04-28
18. APPLE COMPUTER INC   2006-04-07 2020-04-28
5. AUTOMATIC DATA PROCESSING INC   2018-12-03 2020-04-28
2. AUTOMATIC DATA PROCESSING INC   2019-08-14 2020-04-28
53. BANK OF AMERICA CORPORATION     2020-04-28
8. BERKSHIRE HATHAWAY INC DEL CL B     2020-04-28
2. BIOGEN IDEC INC   2020-03-11 2020-04-28
34. BOSTON SCIENTIFIC CORP     2020-04-28
19. BRISTOL MYERS SQUIBB CO   2019-11-20 2020-04-28
6. BROADCOM INC     2020-04-28
5. CHARTER COMMUNICATIONS INC-A     2020-04-28
24. CITIGROUP INC NEW     2020-04-28
16. COCA-COLA CO     2020-04-28
26. COMCAST CORP NEW CL A     2020-04-28
13. DIAMONDBACK ENERGY INC     2020-04-28
6. ELECTRONIC ARTS     2020-04-28
10. FACEBOOK INC-A   2020-01-08 2020-04-28
9. FIDELITY NATL INFORMATION SVCS INC     2020-04-28
2. FIDELITY NATL INFORMATION SVCS INC   2019-08-14 2020-04-28
23. FISERV INC     2020-04-28
5. GENERAL DYNAMICS CORP   2018-12-13 2020-04-28
8. HOME DEPOT INC   2011-09-29 2020-04-28
13. HONEYWELL INTL INC   2010-02-01 2020-04-28
5. INTERCONTINENTALEXCHANGE GROUP, INC     2020-04-28
3. INTUIT     2020-04-28
1690. ISHARES MISCI EAFE INDEX FUND     2020-04-28
46. KEYCORP NEW     2020-04-28
10. LILLY ELI & CO     2020-04-28
12. LOWES COS INC     2020-04-28
9. MASTERCARD INC - CLASS A   2009-05-05 2020-04-28
3. MCDONALDS CORP   2019-06-10 2020-04-28
19. MERCK & CO INC     2020-04-28
41. MICROSOFT CORP   1998-01-13 2020-04-28
23. MONDELEZ INTERNATIONAL-W/I     2020-04-28
37. MORGAN STANLEY DEAN WITTER & CO NEW     2020-04-28
3. NETFLIX.COM INC   2018-09-13 2020-04-28
5. NEXTERA ENERGY INC     2020-04-28
9. NORFOLK SOUTHN CORP     2020-04-28
1. NORTHROP GRUMMAN CORP   2019-05-20 2020-04-28
3. NORTHROP GRUMMAN CORP     2020-04-28
5. NVIDIA CORP   2018-10-08 2020-04-28
2. O'REILLY AUTOMOTIVE INC     2020-04-28
18. PAYPAL HOLDINGS INC   2020-03-04 2020-04-28
12. PEPSICO INC     2020-04-28
45. PFIZER INC     2020-04-28
6. PHILIP MORRIS INTERNATIONAL   2018-10-24 2020-04-28
10. PIONEER NAT RES CO     2020-04-28
11. PROCTER & GAMBLE CO   2019-06-05 2020-04-28
524. SPDR TR UNIT SER 1     2020-04-28
4. SALESFORCE.COM INC   2019-10-28 2020-04-28
7. SALESFORCE.COM INC   2018-10-08 2020-04-28
7. STANLEY BLACK & DECKER,INC.     2020-04-28
17. TEXAS INSTRS INC     2020-04-28
3. THERMO ELECTRON CORP   2020-01-14 2020-04-28
10. UNION PAC CORP     2020-04-28
11. UNITEDHEALTH GROUP INC   2010-12-01 2020-04-28
3. VERTEX PHARMACEUTICALS INC   2011-12-15 2020-04-28
7. VISA INC CLASS A SHARES   2015-10-19 2020-04-28
8. WASTE CONNECTIONS INC     2020-04-28
1. WEX INC   2020-04-27 2020-04-28
10. YUM BRANDS INC     2020-04-28
11. ZIMMER HLDGS INC     2020-04-28
7. ALLEGION PLC     2020-04-28
8. LINDE PLC   2019-04-08 2020-04-28
4. LINDE PLC   2019-05-20 2020-04-28
9. CHUBB LTD   2008-11-19 2020-04-28
3. ASML HOLDING NV-NY REG SHS     2020-04-28
7. NXP SEMICONDUCTORS NV     2020-04-28
1. NXP SEMICONDUCTORS NV   2020-01-23 2020-04-28
8585.096 SIX CIRCLES ULTR SHRT DUR   2018-11-01 2020-04-29
10. ADOBE SYS INC   2012-08-03 2020-05-04
2. ADOBE SYS INC   2012-08-03 2020-05-04
3000. ISHARES US TREASURY BOND ETF   2020-03-12 2020-05-07
12806.117 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070     2020-06-11
27. BERKSHIRE HATHAWAY INC DEL CL B     2020-06-24
53. KEYCORP NEW     2020-06-30
6. KEYCORP NEW   2016-03-02 2020-06-30
40. PFIZER INC     2020-06-30
14. KEYCORP NEW     2020-07-01
4. KEYCORP NEW   2016-03-01 2020-07-01
24. KEYCORP NEW     2020-07-01
11. KEYCORP NEW   2016-03-01 2020-07-01
1. KEYCORP NEW   2016-03-01 2020-07-01
10. KEYCORP NEW   2016-03-01 2020-07-01
20. KEYCORP NEW   2016-03-01 2020-07-02
1. KEYCORP NEW   2016-03-01 2020-07-02
20. KEYCORP NEW     2020-07-02
1. KEYCORP NEW   2016-02-29 2020-07-02
116. PFIZER INC     2020-07-10
6. PFIZER INC   2016-11-09 2020-07-10
4559.271 BLACKSTONE ALT MULTI-STRAT-Y   2019-06-18 2020-07-24
14. GENERAL DYNAMICS CORP     2020-08-04
4. GENERAL DYNAMICS CORP     2020-08-04
2. GENERAL DYNAMICS CORP     2020-08-04
15. PHILIP MORRIS INTERNATIONAL   2018-10-24 2020-08-04
6. PHILIP MORRIS INTERNATIONAL     2020-08-04
1. PHILIP MORRIS INTERNATIONAL   2018-10-24 2020-08-04
1100. ISHARES TR 7-10 YR TREAS INDEX FD     2020-08-17
9597.806 MTRPLTN WST TTL RTRN BND-PLN     2020-08-17
10676.157 WELLS FARGO CORE BOND-R6   2015-11-30 2020-08-17
20. AUTOMATIC DATA PROCESSING INC     2020-09-30
1. AUTOMATIC DATA PROCESSING INC   2018-10-19 2020-09-30
4. AUTOMATIC DATA PROCESSING INC   2020-05-04 2020-09-30
1. AUTOMATIC DATA PROCESSING INC   2020-05-04 2020-09-30
2. AUTOMATIC DATA PROCESSING INC   2018-10-23 2020-09-30
3. AUTOMATIC DATA PROCESSING INC   2020-05-04 2020-09-30
10. INTERCONTINENTALEXCHANGE GROUP, INC     2020-09-30
4. INTERCONTINENTALEXCHANGE GROUP, INC     2020-09-30
5. INTERCONTINENTALEXCHANGE GROUP, INC     2020-09-30
2. ALLEGION PLC     2020-09-30
3. ALLEGION PLC     2020-09-30
3. ALLEGION PLC     2020-09-30
2. ALLEGION PLC     2020-10-01
4. ALLEGION PLC     2020-10-01
1. ALLEGION PLC   2015-10-27 2020-10-01
1. ALLEGION PLC   2015-10-27 2020-10-01
1. ALLEGION PLC   2015-11-06 2020-10-01
7. ALLEGION PLC     2020-10-02
12. DIAMONDBACK ENERGY INC     2020-10-05
20. DIAMONDBACK ENERGY INC     2020-10-05
7. DIAMONDBACK ENERGY INC   2020-01-28 2020-10-06
2. DIAMONDBACK ENERGY INC   2020-01-28 2020-10-06
5. DIAMONDBACK ENERGY INC   2020-01-29 2020-10-06
22. APPLE COMPUTER INC   2006-04-07 2020-10-13
. WELLS FARGO & CO NEW     2020-10-14
900. ISHARES TR 7-10 YR TREAS INDEX FD     2020-10-23
1500. ISHARES MISCI EAFE INDEX FUND     2020-10-23
1936.483 SIX CIRCLES US UNCONSTR EQ   2019-04-05 2020-10-23
8. PAYPAL HOLDINGS INC     2020-11-02
22. VISA INC CLASS A SHARES     2020-11-02
2. VISA INC CLASS A SHARES   2015-12-11 2020-11-02
6. SALESFORCE.COM INC   2020-05-04 2020-11-03
1. SALESFORCE.COM INC   2020-05-04 2020-11-03
2. SALESFORCE.COM INC   2019-10-28 2020-11-03
1. SALESFORCE.COM INC   2020-05-04 2020-11-03
1. SALESFORCE.COM INC   2019-10-28 2020-11-03
1. SALESFORCE.COM INC   2019-10-28 2020-11-04
1. SALESFORCE.COM INC   2019-10-28 2020-11-04
1748.252 BLACKSTONE ALT MULTI-STRAT-Y   2019-06-18 2020-11-05
700. ISHARES TR 7-10 YR TREAS INDEX FD     2020-11-05
8098.232 MTRPLTN WST TTL RTRN BND-PLN   2018-01-12 2020-11-05
10260.795 VANGUARD TTL INTL BND-ADM     2020-11-05
17583.148 WELLS FARGO CORE BOND-R6   2015-11-30 2020-11-05
5. BROADCOM INC   2013-04-25 2020-11-06
1. BROADCOM INC   2013-04-25 2020-11-06
7. BROADCOM INC   2013-04-25 2020-11-06
11. BROADCOM INC     2020-11-09
24704.336 BLCKRCK HI YLD BND PORT-K   2020-03-31 2020-11-12
737.463 BLACKSTONE ALT MULTI-STRAT-Y   2019-06-18 2020-11-24
11. HOME DEPOT INC   2011-09-29 2020-11-24
176. ISHARES TR 20+ TREAS INDEX FD   2020-10-23 2020-11-24
275. ISHARES MISCI EAFE INDEX FUND   2011-08-05 2020-11-24
250. JPMORGAN BETABUILDERS EUROPE ETF   2020-06-11 2020-11-24
7. PROCTER & GAMBLE CO   2020-08-04 2020-11-24
2. PROCTER & GAMBLE CO   2019-06-05 2020-11-24
100. SPDR TR UNIT SER 1     2020-11-24
2358.491 SIX CIRCLES US UNCONSTR EQ   2019-04-05 2020-11-24
860.585 VANGUARD TOT BD MKT IDX-ADM   2019-04-04 2020-11-24
1283.697 VANGUARD TTL INTL BND-ADM   2019-02-11 2020-11-24
15. ELECTRONIC ARTS     2020-12-03
8. ELECTRONIC ARTS     2020-12-04
1. CHARTER COMMUNICATIONS INC-A   2020-04-16 2020-12-15
2. CHARTER COMMUNICATIONS INC-A   2018-04-13 2020-12-15
3275. JPMORGAN BETABUILDERS EUROPE ETF     2020-12-15
11. SALESFORCE.COM INC     2020-12-15
9. NVIDIA CORP     2020-12-17
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 42,100   41,641 459
b 284   331 -47
c 257   294 -37
d 282   319 -37
e 4   5 -1
315   327 -12
115   119 -4
86   89 -3
28   30 -2
373   386 -13
430   444 -14
172   177 -5
29   30 -1
99   102 -3
131   126 5
257   249 8
38,571   38,341 230
115   109 6
86   81 5
29   27 2
2,848   2,681 167
1,233   1,443 -210
154   172 -18
77   83 -6
77   83 -6
77   83 -6
905   993 -88
920   987 -67
832   891 -59
1,115   1,100 15
300   289 11
1,155   1,026 129
742   64 678
306   404 -98
1,521   1,260 261
1,521   1,052 469
1,521   727 794
4,318   3,708 610
1,334   1,230 104
4,507   138 4,369
897   821 76
1,539   500 1,039
1,589   1,498 91
1,102   608 494
1,007   846 161
1,600   197 1,403
1,582   918 664
1,428   1,102 326
714   536 178
1,554   1,505 49
658   942 -284
849   570 279
479   855 -376
871   911 -40
1,466   1,498 -32
1,201   1,048 153
1,968   1,671 297
933   884 49
1,450   203 1,247
1,973   411 1,562
380   234 146
691   717 -26
1,296   773 523
860   133 727
1,003   1,459 -456
2,330   128 2,202
644   603 41
1,195   1,140 55
6,203   574 5,629
1,002   690 312
1,685   818 867
753   741 12
1,090   678 412
1,278   904 374
1,099   939 160
1,086   1,073 13
779   504 275
1,197   904 293
1,304   899 405
1,326   1,419 -93
449   492 -43
689   733 -44
873   747 126
838   564 274
1,710   1,362 348
993   637 356
1,580   1,562 18
675   665 10
1,112   802 310
630   493 137
2,598   741 1,857
735   94 641
1,028   385 643
698   372 326
626   178 448
428   188 240
309   276 33
1,429   1,034 395
819   399 420
426   159 267
2,185   1,861 324
1,146   376 770
955   957 -2
33,380   32,393 987
15,302   14,821 481
954   1,023 -69
1,265   1,202 63
593   239 354
2,767   1,106 1,661
4,019   3,158 861
3,217   1,080 2,137
167   269 -102
73   189 -116
1,456   3,364 -1,908
429   989 -560
396   673 -277
230   404 -174
50,194   58,719 -8,525
4,445   6,222 -1,777
13,854   17,693 -3,839
88,148   86,025 2,123
479   808 -329
76,150   100,755 -24,605
72,446   90,841 -18,395
62,922   57,839 5,083
1,891   2,431 -540
633   677 -44
149   172 -23
1,376   1,474 -98
969   951 18
150   145 5
438   403 35
526   484 42
614   564 50
1,924   1,754 170
2,833   7,439 -4,606
1,743   1,792 -49
1,346   128 1,218
3,736   1,269 2,467
1,242   727 515
4,623   3,688 935
959   1,323 -364
5,040   178 4,862
716   736 -20
286   328 -42
1,275   454 821
1,507   1,659 -152
612   596 16
1,227   790 437
1,180   1,072 108
1,606   215 1,391
2,477   2,530 -53
1,135   1,283 -148
751   713 38
992   937 55
484   1,350 -866
679   514 165
1,846   2,140 -294
1,150   571 579
255   262 -7
2,286   2,258 28
680   859 -179
1,744   270 1,474
1,862   486 1,376
452   291 161
806   871 -65
95,225   96,371 -1,146
552   842 -290
1,575   844 731
1,240   1,136 104
2,381   165 2,216
561   603 -42
1,538   1,496 42
6,996   673 6,323
1,172   676 496
1,478   769 709
1,216   1,112 104
1,198   847 351
1,524   1,351 173
345   313 32
1,034   879 155
1,464   1,341 123
771   744 27
2,102   2,064 38
1,621   1,197 424
1,702   1,554 148
461   535 -74
824   1,410 -586
1,279   1,174 105
149,713   122,828 26,885
620   605 15
1,086   1,060 26
826   722 104
1,965   1,672 293
995   998 -3
1,613   1,230 383
3,192   413 2,779
776   94 682
1,198   540 658
698   407 291
121   118 3
886   916 -30
1,283   1,260 23
714   463 251
1,488   1,479 9
744   744  
985   375 610
875   896 -21
696   659 37
99   137 -38
85,250   85,937 -687
3,485   319 3,166
697   64 633
84,133   82,844 1,289
249,975   204,396 45,579
4,804   4,585 219
645   686 -41
73   66 7
1,295   1,378 -83
168   153 15
49   44 5
280   259 21
128   117 11
12   11 1
117   107 10
242   214 28
12   11 1
235   212 23
12   11 1
3,911   3,858 53
202   193 9
45,000   49,149 -4,149
2,061   2,175 -114
590   606 -16
294   302 -8
1,154   1,337 -183
464   533 -69
77   88 -11
133,785   114,968 18,817
105,000   95,787 9,213
150,000   135,692 14,308
2,779   2,886 -107
139   143 -4
556   572 -16
139   143 -4
279   284 -5
418   429 -11
1,000   581 419
398   232 166
499   289 210
198   132 66
296   197 99
298   196 102
201   130 71
396   258 138
99   64 35
101   64 37
100   64 36
689   448 241
370   1,239 -869
617   1,586 -969
223   555 -332
62   159 -97
160   395 -235
2,711   54 2,657
21     21
108,326   100,254 8,072
97,138   82,245 14,893
25,000   19,907 5,093
1,488   968 520
4,073   1,685 2,388
371   153 218
1,424   964 460
237   161 76
477   302 175
238   161 77
237   151 86
250   151 99
245   151 94
17,500   18,846 -1,346
84,626   74,407 10,219
88,757   80,820 7,937
240,000   228,273 11,727
247,395   223,479 23,916
1,906   169 1,737
383   34 349
2,664   237 2,427
4,258   372 3,886
188,000   164,037 23,963
7,500   7,950 -450
3,005   372 2,633
28,011   27,778 233
19,606   14,561 5,045
6,357   5,393 964
968   934 34
277   213 64
36,320   21,041 15,279
32,500   24,245 8,255
10,000   9,148 852
30,000   28,164 1,836
1,927   1,274 653
1,021   677 344
648   505 143
1,295   612 683
85,476   70,650 14,826
2,416   1,630 786
4,796   2,102 2,694
      34,916
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      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
      34,916
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       459
b       -47
c       -37
d       -37
e       -1
      -12
      -4
      -3
      -2
      -13
      -14
      -5
      -1
      -3
      5
      8
      230
      6
      5
      2
      167
      -210
      -18
      -6
      -6
      -6
      -88
      -67
      -59
      15
      11
      129
      678
      -98
      261
      469
      794
      610
      104
      4,369
      76
      1,039
      91
      494
      161
      1,403
      664
      326
      178
      49
      -284
      279
      -376
      -40
      -32
      153
      297
      49
      1,247
      1,562
      146
      -26
      523
      727
      -456
      2,202
      41
      55
      5,629
      312
      867
      12
      412
      374
      160
      13
      275
      293
      405
      -93
      -43
      -44
      126
      274
      348
      356
      18
      10
      310
      137
      1,857
      641
      643
      326
      448
      240
      33
      395
      420
      267
      324
      770
      -2
      987
      481
      -69
      63
      354
      1,661
      861
      2,137
      -102
      -116
      -1,908
      -560
      -277
      -174
      -8,525
      -1,777
      -3,839
      2,123
      -329
      -24,605
      -18,395
      5,083
      -540
      -44
      -23
      -98
      18
      5
      35
      42
      50
      170
      -4,606
      -49
      1,218
      2,467
      515
      935
      -364
      4,862
      -20
      -42
      821
      -152
      16
      437
      108
      1,391
      -53
      -148
      38
      55
      -866
      165
      -294
      579
      -7
      28
      -179
      1,474
      1,376
      161
      -65
      -1,146
      -290
      731
      104
      2,216
      -42
      42
      6,323
      496
      709
      104
      351
      173
      32
      155
      123
      27
      38
      424
      148
      -74
      -586
      105
      26,885
      15
      26
      104
      293
      -3
      383
      2,779
      682
      658
      291
      3
      -30
      23
      251
      9
       
      610
      -21
      37
      -38
      -687
      3,166
      633
      1,289
      45,579
      219
      -41
      7
      -83
      15
      5
      21
      11
      1
      10
      28
      1
      23
      1
      53
      9
      -4,149
      -114
      -16
      -8
      -183
      -69
      -11
      18,817
      9,213
      14,308
      -107
      -4
      -16
      -4
      -5
      -11
      419
      166
      210
      66
      99
      102
      71
      138
      35
      37
      36
      241
      -869
      -969
      -332
      -97
      -235
      2,657
      21
      8,072
      14,893
      5,093
      520
      2,388
      218
      460
      76
      175
      77
      86
      99
      94
      -1,346
      10,219
      7,937
      11,727
      23,916
      1,737
      349
      2,427
      3,886
      23,963
      -450
      2,633
      233
      5,045
      964
      34
      64
      15,279
      8,255
      852
      1,836
      653
      344
      143
      683
      14,826
      786
      2,694
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 336,809
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 7,002
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,002
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,002
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,126
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,126
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 876
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4bullet60603
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JP MORGAN CHASE BANK N A TRUSTEE
    2     		93,822    
    10 S DEARBORN ST MC IL 1-0111
    Chicago,IL60603
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,734,190
    b
    Average of monthly cash balances.......................
    1b
    267,305
    c
    Fair market value of all other assets (see instructions)................
    1c
    134,245
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,135,740
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,135,740
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    137,036
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,998,704
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    449,935
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    449,935
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,002
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,002
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    442,933
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    4,775
    5
    Add lines 3 and 4............................
    5
    447,708
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    447,708
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    472,588
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    472,588
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    472,588
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 447,708
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 412,428
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 472,588
    a Applied to 2019, but not more than line 2a 412,428
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 60,160
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		387,548
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABRIANA MARTINEZ
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 1,100
    ALEXANDER IHONVBERE
    UNIVERSITY OF TEXAS - SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,100
    AMON BARNES
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,100
    ANGELICA ROJAS
    UNIVERSITY OF NORTH TEXAS
    1155 UNION CIR 311220
    DENTON,TX76203     		NONE I SCHOLARSHIP 2,100
    ASHA BARNES
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    AUSTIN CARRILLO
    UNIVERSITY OF TEXAS - SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,250
    BRADLEY GRAHAM
    BAYLOR UNIVERSITY
    1 BEAR PL UNIT 97042
    WACO,TX76798     		NONE I SCHOLARSHIP 2,250
    BRIANNA LUNDIN
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,100
    BRYCE BECKSTROM
    UNIVERSITY OF TEXAS - DALLAS
    800 W CAMPBELL RD
    RICHARDSON,TX75080     		NONE I SCHOLARSHIP 2,250
    BRYNN STOKES
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    CAILYN STEWART
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    CAROLINE KEEFER
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 675
    CHANDNI NAIK
    UNIVERSITY OF TEXAS - SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,250
    CHLOE IHONVBERE
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,100
    COLTON MAREK
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 2,100
    DANIEL WILLIAMSON
    VANDERBILT UNIVERSITY
    2305 WEST END AVE
    NASHVILLE,TN37203     		NONE I SCHOLARSHIP 2,250
    DESTINY ELIZONDO
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 1,125
    DEVON BLAKENEY
    CONCORDIA UNIVERSITY TEXAS
    11400 CONCORDIA DRIVE
    AUSTIN,TX78705     		NONE I SCHOLARSHIP 2,250
    EDWARD SANCHEZ
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,250
    EMILY FERNANDEZ
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    ERICA GUTHAN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 1,100
    GENESIS MYERS
    LOUISIANA STATE UNIVERSITY
    156 THOMAS BOYD HALL
    BATON ROUGE,LA70803     		NONE I SCHOLARSHIP 2,100
    HANNAH VILLARREAL
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    JACOB HAMILTON
    LOYOLA UNIVERSITY CHICAGO
    820 N MICHIGAN AVENUE
    CHICAGO,IL60611     		NONE I SCHOLARSHIP 2,250
    JESSE HOHMAN
    LOUISIANA TECH UNIVERSITY
    PO BOX 3183
    RUSTON,LA71272     		NONE I SCHOLARSHIP 1,850
    JESSIKA TRUAX
    MCLENNAN COMMUNITY COLLEGE
    1400 COLLEGE DR
    WASCO,TX76708     		NONE I SCHOLARSHIP 1,125
    JULIA MORALES
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 297044
    FORT WORTH,TX76129     		NONE I SCHOLARSHIP 2,250
    KADIJATA BALDE
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    KARINA GALVEZ
    UNIVERSITY OF TEXAS - SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,250
    KAYLEE WIGINTON
    ABILENE CHRISTIAN UNIVERSITY
    ACU BOX 29130
    ABILENE,TX79699     		NONE I SCHOLARSHIP 2,250
    KEN LUGO
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,250
    KENNETH KRUSE
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    KYGE POLING
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,100
    KYLA WEATHERS
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 925
    KYLE HUPPEE
    HARDIN SIMMONS UNIVERSITY
    2200 HICKORY STREET HSU
    ABILENE,TX79698     		NONE I SCHOLARSHIP 2,250
    KYUNGSEOK JUNG
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 1,125
    LANCE KLUSSMANN
    EMBRY-RIDDLE AERONAUTICAL UNIVERSITY
    600 S CLYDE MORRIS BLVD
    DAYTONA BEACH,FL32114     		NONE I SCHOLARSHIP 2,250
    LAUREN FERRARO
    ABILENE CHRISTIAN UNIVERSITY
    ACU BOX 29130
    ABILENE,TX79699     		NONE I SCHOLARSHIP 2,250
    LEXIE PARRISH
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,100
    LUKE WILLIAMSON
    AMHERST COLLEGE
    PO BOX 5000
    AMHERST,MA01002     		NONE I SCHOLARSHIP 2,250
    MADALYNN WOELFEL
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 1,125
    MALIYAH GASLIN
    UNIVERSITY OF HOUSTON
    4543 POST OAK PLACE DR STE 250
    HOUSTON,TX77027     		NONE I SCHOLARSHIP 1,350
    MARISSA RODRIGUEZ
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    MAYLIN SANCHEZ
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    MEGAN SALMON
    MIDDLEBURY COLLEGE
    131 S MAIN ST
    MIDDLEBURY,VT05753     		NONE I SCHOLARSHIP 2,250
    NICOLE KELLY
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    PIPER GOFORTH
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    PREETHI KEERTHIPATI
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    REBECCA KIRBY
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    REBEKAH SCHWAB
    TRINITY UNIVERSITY
    ONE TRINITY PLACE
    SAN ANTONIO,TX78212     		NONE I SCHOLARSHIP 2,250
    SAVANNAH BOWMAN
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,125
    STEFAN DEBRUYN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,100
    THOAI NGUYEN
    UNIVERSITY OF TEXAS - DALLAS
    800 W CAMPBELL RD
    RICHARDSON,TX75080     		NONE I SCHOLARSHIP 2,250
    TOBY SELLERS
    COLORADO SCHOOL OF MINES
    1500 ILLINOIS ST
    GOLDEN,CO80401     		NONE I SCHOLARSHIP 2,250
    VICTORIA VOORHIS
    AUSTIN COMMUNITY COLLEGE
    5930 MIDDLE FISKVILLE RD
    AUSTIN,TX78752     		NONE I SCHOLARSHIP 2,250
    WYATT MESSEX
    TRINITY UNIVERSITY
    ONE TRINITY PLACE
    SAN ANTONIO,TX78212     		NONE I SCHOLARSHIP 2,250
    YASMINE GUTIERREZ
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,250
    AARON GARCIA
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    ABIGAIL CERVENKA
    UNIVERSITY OF OKLAHOMA
    660 PARRINGTON OVAL
    NORMAN,OK73019     		NONE I SCHOLARSHIP 2,250
    ABIGAIL STOKES
    CONCORDIA UNIVERSITY TEXAS
    11400 CONCORDIA DRIVE
    AUSTIN,TX78705     		NONE I SCHOLARSHIP 2,250
    ADAM BRAY
    PACE UNIVERSITY
    ONE PACE PLAZA
    NEW YORK,NY10038     		NONE I SCHOLARSHIP 2,250
    ADEENA KHAN
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139     		NONE I SCHOLARSHIP 2,250
    AIMEE RAMOS
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3551 TROUSDALE PKWY
    LOS ANGLES,CA90007     		NONE I SCHOLARSHIP 2,250
    ALEXANDER VANTIL
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,250
    ALEXIS CRUZ
    UNIVERSITY OF TEXAS
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,850
    ALEXIS GUTHAN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 1,100
    ALLISON ITZ
    GEORGE WASHINGTON UNIVERSITY
    1918 F STREET NW
    WASHINGTON,DC20052     		NONE I SCHOLARSHIP 2,250
    ALLISON LASZEWSKI
    SOUTHERN METHODIST UNIVERSITY
    6425 BOAZ ST
    DALLAS,TX75275     		NONE I SCHOLARSHIP 2,250
    ALYSSA RIOS
    NORTH CENTRAL TEXAS COLLEGE
    1525 W CALIFORNIA ST
    GAINESVILLE,TX76240     		NONE I SCHOLARSHIP 1,850
    ANABELLE STANFORD
    DALLAS BAPTIST UNIVERSITY
    3000 MOUNTAIN CREEK PKWY
    DALLAS,TX75211     		NONE I SCHOLARSHIP 1,350
    ANDREW BALL
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    ANDREW NEIDIG
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    ANGELICA VALENCIA FLORES
    UNIVERSITY OF TEXAS - ARLINGTON
    PO BOX 1043
    ARLINGTON,TX76004     		NONE I SCHOLARSHIP 2,250
    ANGELINA COOK
    UNIVERSITY OF TEXAS - DALLAS
    800 W CAMPBELL RD
    RICHARDSON,TX75080     		NONE I SCHOLARSHIP 1,850
    ANN YOUNG
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,350
    ANSLEY BARTOLI
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    ANTONIO TORRES
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,250
    ASHLEE REED
    ABILENE CHRISTIAN UNIVERSITY
    ACU BOX 29130
    ABILENE,TX79699     		NONE I SCHOLARSHIP 1,100
    ASHLEY KNAPEK
    TARLETON STATE UNIVERSITY
    PO BOX T-0950
    STEPHENVILLE,TX76402     		NONE I SCHOLARSHIP 2,250
    ASHLYN COLLIER
    SUL ROSS STATE UNIVERSITY
    79830 US-90
    ALPINE,TX79830     		NONE I SCHOLARSHIP 1,850
    AUDREY CARRANZA
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCO,TX78666     		NONE I SCHOLARSHIP 2,100
    AUDREY MESSEX
    UNIVERSITY OF THE INCARNATE WORD
    4301 BROADWAY
    SAN ANTONIO,TX78209     		NONE I SCHOLARSHIP 2,250
    AUTUMN FORBES
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,100
    BENJAMIN DUONG
    DALLAS BAPTIST UNIVERSITY
    3000 MOUNTAIN CREEK PKWY
    DALLAS,TX75211     		NONE I SCHOLARSHIP 2,100
    BRANDON CHAVANA
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 2,100
    BRAYDEN CARR
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,100
    BRAYDEN JACKSON
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    BRETT HADEN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,850
    CALUM FOLKS
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    CARISSA DEOCAMPO
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,250
    CAROLINE HOLMES
    CARNEGIE MELLON UNIVERSITY
    5000 FORBES AVE
    PITTSBURGH,PA15213     		NONE I SCHOLARSHIP 2,250
    CAROLINE NOBLE
    BAYLOR UNIVERSITY
    1 BEAR PL UNIT 97042
    WACO,TX76798     		NONE I SCHOLARSHIP 2,100
    CAROLINE SHORT
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    CARSON DIAMOND
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3551 TROUSDALE PKWY
    LOS ANGLES,CA90007     		NONE I SCHOLARSHIP 2,250
    CASSIDY SALYER
    HENDRIX COLLEGE
    1600 WASHINGTON AVE
    CONWAY,AR72032     		NONE I SCHOLARSHIP 2,250
    CASSIDY TATROW
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,250
    CATHERINE KAYLOR
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,100
    CELINE NGUYEN
    RICE UNIVERSITY
    6100 S MAIN
    HOUSTON,TX77005     		NONE I SCHOLARSHIP 1,100
    CHRISTIAN MATTA
    TRINITY UNIVERSITY
    ONE TRINITY PLACE
    San Antonio,TX78212     		NONE I SCHOLARSHIP 2,250
    CHRISTOPHER MILTON
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,350
    CLAYTON COBB
    SAM HOUSTON STATE UNIVERSITY
    1905 UNIVERSITY AVE
    HUNTSVILLE,TX77340     		NONE I SCHOLARSHIP 1,850
    CODY BAGWELL
    SCHREINER UNIVERSITY
    2100 MEMORIAL BLVD
    KERRVILLE,TX78028     		NONE I SCHOLARSHIP 2,250
    COLE GEDWILLO
    UNIVERSITY OF TEXAS - SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,250
    COLIN GUSTAFSON
    UNIVERSITY OF MINNESOTA
    100 CHURCH STREET SE
    MINNEAPOLIS,MN55455     		NONE I SCHOLARSHIP 2,250
    COLTON VOORHIS
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    CORDELIA KO
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,250
    CORINNE PUKYS
    SOUTHWESTERN UNIVERSITY
    1200 SYCAMORE ST
    WAXAHACHIE,TX75165     		NONE I SCHOLARSHIP 1,050
    COURTNEY BURRIS
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    CRISTINA VASQUEZ CISNEROS
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,250
    DANAE BARKOCY
    TRINITY UNIVERSITY
    ONE TRINITY PLACE
    SAN ANTONIO,TX78212     		NONE I SCHOLARSHIP 2,250
    DANNA QUIRIARTE GARRIDO
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    DAVID YBARRA
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,350
    DIANA ZAMORA
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 2,250
    ELI GEHMAN
    TRINITY UNIVERSITY
    ONE TRINITY PLACE
    SAN ANTONIO,TX78212     		NONE I SCHOLARSHIP 1,100
    ELIJAH BOWMAN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,350
    ELIZA RENDON
    WEST TEXAS A&M UNIVERSITY
    2501 4TH AVE
    CANYON,TX79016     		NONE I SCHOLARSHIP 2,250
    EMILY FORSTER
    OKLAHOMA STATE UNIVERSITY
    900 N PORTLAND AVE
    OKLAHOMA CITY,OK73107     		NONE I SCHOLARSHIP 2,250
    EMILY HUPPEE
    SUNY MORRISVILLE
    80 EATON ST
    MORRISVILLE,NY13408     		NONE I SCHOLARSHIP 2,250
    EMILY LAYTON
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,850
    EMILY PENG
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    EMILY SUMPTER
    LUBBOCK CHRISTIAN UNIVERSITY
    5601 19TH STREE
    LUBBOCK,TX79407     		NONE I SCHOLARSHIP 2,250
    EMMA BURRIS
    UNIVERSITY OF ST THOMAS
    2115 SUMMIT AVE
    ST PAUL,MN55105     		NONE I SCHOLARSHIP 2,250
    ETHAN BRAY
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    EVAN LASZEWSKI
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,100
    GABRIELLA TUCKER
    SPRING HILL COLLEGE
    4000 DAUPHIN ST
    MOBILE,AL36608     		NONE I SCHOLARSHIP 2,250
    GABRIELLE LARA
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    GRIFFIN COLELLO
    UNIVERSITY OF TEXAS - ARLINGTON
    PO BOX 1043
    ARLINGTON,TX76004     		NONE I SCHOLARSHIP 2,100
    HAEVEN GIBBONS
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 297044
    FORT WORTH,TX76129     		NONE I SCHOLARSHIP 2,250
    HAILEY TURNER
    TEXAS TECH UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 1,100
    HALEY MOSSELL
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,250
    HANNAH BODE
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,350
    HENRY TRAN
    UNIVERSITY OF TEXAS - DALLAS
    800 W CAMPBELL RD
    RICHARDSON,TX75080     		NONE I SCHOLARSHIP 2,250
    HOPE TURNER
    TEXAS TECH UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 1,100
    JACK MARKEE
    EAST TEXAS BAPTIST UNIVERSITY
    ONE TIGER DRIVE
    MARSHALL,TX75670     		NONE I SCHOLARSHIP 1,100
    JACKSON TINGLER
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 1,850
    JADE RUGGIRELLO
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,100
    JAIMEE ADAME
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    JAMES O'BRIEN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,100
    JENIFER MARTINEZ
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,250
    JENNA CHAMPION
    BAYLOR UNIVERSITY
    1 BEAR PL UNIT 97042
    WACO,TX76798     		NONE I SCHOLARSHIP 1,350
    JENNA WILLIAMS
    UNIVERSITY OF THE INCARNATE WORD
    4301 BROADWAY
    SAN ANTONIO,TX78209     		NONE I SCHOLARSHIP 1,850
    JENNIFER LOPEZ
    ANGELO STATE UNIVERSITY
    2601 W AVE N
    SAN ANGELO,TX76909     		NONE I SCHOLARSHIP 2,250
    JENNIFER PARIS
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    JESSIKA TRUAX
    MCMURRY UNIVERSITY
    1400 SAYLES BLVD
    ABILENE,TX79697     		NONE I SCHOLARSHIP 1,125
    JOHN FERRARO
    ST EDWARD'S UNIVERSITY
    3001 S CONGRESS AVE
    AUSTIN,TX78704     		NONE I SCHOLARSHIP 2,250
    JOSHUA DUTY
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,850
    JOSHUA GONZALES
    BAYLOR UNIVERSITY
    1 BEAR PL UNIT 97042
    WACO,TX76798     		NONE I SCHOLARSHIP 2,250
    KAITLIN BISHOP
    TEMPLE COLLEGE
    2600 S 1ST ST
    TEMPLE,TX76504     		NONE I SCHOLARSHIP 925
    KAITLYN FINNEY
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    KARISSA VARNER
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,100
    KARLO KALIFA
    ST MARY'S UNIVERSITY
    ONE CAMINO SANTA MARIA
    SAN ANTONIO,TX78228     		NONE I SCHOLARSHIP 2,250
    KATELYNN CROSBY
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,250
    KATIE COLE
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    KATILYNN ROSSON
    CONCORDIA UNIVERSITY TEXAS
    11400 CONCORDIA DRIVE
    AUSTIN,TX78705     		NONE I SCHOLARSHIP 2,250
    KAYDEN BREWER
    RICE UNIVERSITY
    6100 S MAIN
    HOUSTON,TX77005     		NONE I SCHOLARSHIP 2,250
    KIRSTY PUTNAM
    TARLETON STATE UNIVERSITY
    PO BOX T-0950
    STEPHENVILLE,TX76402     		NONE I SCHOLARSHIP 1,350
    KODY CHUMLEY
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,100
    KRUTIN PATEL
    UNIVERSITY OF TEXAS - SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,250
    KYLEE HOLTE
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 1,100
    KYLIE WINKLES
    BAYLOR UNIVERSITY
    1 BEAR PL UNIT 97042
    WACO,TX76798     		NONE I SCHOLARSHIP 2,250
    LANDON JONES
    TARLETON STATE UNIVERSITY
    PO BOX T-0950
    STEPHENVILLE,TX76402     		NONE I SCHOLARSHIP 1,850
    LAUREN HUDSON
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 1,125
    LAYLA ISMAIL
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,100
    LEHI RODRIGUEZ
    AUSTIN COMMUNITY COLLEGE
    5930 MIDDLE FISKVILLE RD
    AUSTIN,TX78752     		NONE I SCHOLARSHIP 2,100
    LINDSAY GRAF
    BAYLOR UNIVERSITY
    1 BEAR PL UNIT 97042
    WACO,TX76798     		NONE I SCHOLARSHIP 2,250
    LINDSEY CARR
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    LINSEY JENSEN
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    MADISON SANCHEZ
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,100
    MADISON THOMPSON
    UNIVERSITY OF NORTH TEXAS
    1155 UNION CIR 311220
    DENTON,TX76203     		NONE I SCHOLARSHIP 1,350
    MAIYA WILLIAMS
    STEPHEN F AUSTIN STATE UNIVERSITY
    PO BOX 6092
    NACOGDOCHES,TX75962     		NONE I SCHOLARSHIP 2,100
    MALLORY KOCH
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 1,350
    MARIA SEVERSON
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,250
    MARSHALL OMAN
    STEPHEN F AUSTIN STATE UNIVERSITY
    PO BOX 6092
    NACOGDOCHES,TX75962     		NONE I SCHOLARSHIP 2,250
    MARY DEDEYAN
    DALLAS BAPTIST UNIVERSITY
    3000 MOUNTAIN CREEK PKWY
    DALLAS,TX75211     		NONE I SCHOLARSHIP 2,100
    MATTHEW SCHWAB
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,250
    MAXIMILIAN FORBES
    UNIVERSITY OF NOTRE DAME
    400 MAIN BUILDING
    NOTRE DAME,IN46556     		NONE I SCHOLARSHIP 1,350
    MEGHANA NITTALA
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,100
    MIKAELA LOERWALD
    TARLETON STATE UNIVERSITY
    PO BOX T-0950
    STEPHENVILLE,TX76402     		NONE I SCHOLARSHIP 2,250
    MIKAYLA NEMEC
    IOWA STATE UNIVERSITY
    2505 UNIV BLVD PO BOX 2230
    AMES,IA50010     		NONE I SCHOLARSHIP 2,250
    MOHAN KORAPALA
    BAYLOR UNIVERSITY
    1 BEAR PL UNIT 97042
    WACO,TX76798     		NONE I SCHOLARSHIP 1,850
    NATALIA VALDES ZAMORA
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,250
    NHI TRAN
    NOVA SOUTHEASTERN UNIVERSITY
    33001 COLLEGE AVE
    FORT LAUDERDALE,FL33314     		NONE I SCHOLARSHIP 2,250
    PAUL CHOI
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,350
    QUINTAVIA DESHAY
    STEPHEN F AUSTIN STATE UNIVERSITY
    PO BOX 6092
    NACOGDOCHES,TX75962     		NONE I SCHOLARSHIP 2,250
    RACHEL BLAKENEY
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,250
    RILEY BURCHAM
    SOUTHWESTERN ASSEMBLIES OF GOD UNIV
    1200 SYCAMORE ST
    WAXAHACHIE,TX75165     		NONE I SCHOLARSHIP 1,100
    RONAK NAIK
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 2,250
    ROY FINN
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,250
    RUBEN ESTRADA
    UNIVERSITY OF OKLAHOMA
    660 PARRINGTON OVAL
    NORMAN,OK73019     		NONE I SCHOLARSHIP 1,100
    RUBY MORPHIS
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 2,100
    RUBY SAPP
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,350
    RYLAN DUNAWAY
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,850
    SAM LACY
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,100
    SAMUEL MACHALA
    UNIVERSITY OF DALLAS
    1845 E NORTHGATE DR
    IRVING,TX75062     		NONE I SCHOLARSHIP 2,250
    SANJANA NITTALA
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,100
    SARA BLANKENSHIP
    STEPHEN F AUSTIN STATE UNIVERSITY
    PO BOX 6092
    NACOGDOCHES,TX75962     		NONE I SCHOLARSHIP 2,100
    SARAH NGUYEN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    SAVANNA JACOBSON
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,050
    SAVANNA JACOBSON
    TEMPLE COLLEGE
    2600 S 1ST ST
    TEMPLE,TX76504     		NONE I SCHOLARSHIP 1,050
    SAVANNAH BOWMAN
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 297044
    FORT WORTH,TX76129     		NONE I SCHOLARSHIP 1,125
    SCOTT WASHBURN
    GEORGIA INSTITUTE OF TECHNOLOGY
    500 TECH PARKWAY
    ATLANTA,GA30332     		NONE I SCHOLARSHIP 2,100
    SEZIM MINBAEVA
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    SHAUHIN AHMADIAN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,100
    SHONTAVIA DE SHAY
    STEPHEN F AUSTIN STATE UNIVERSITY
    PO BOX 6092
    NACOGDOCHES,TX75962     		NONE I SCHOLARSHIP 2,250
    SHRIYA PATEL
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3551 TROUSDALE PKWY
    LOS ANGLES,CA90007     		NONE I SCHOLARSHIP 2,100
    SOFIA OROZCO
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,850
    SOFIA TRUAX
    LOUISIANA STATE UNIVERSITY
    156 THOMAS BOYD HALL
    BATON ROUGE,LA70803     		NONE I SCHOLARSHIP 2,250
    SRUTHI KEERTHIPATI
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    TANMAI KORAPALA
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 1,100
    TARA HUYNH
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,250
    THEADORA HOFFMAN
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 1,850
    TREVOR RAUM
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,250
    TY JANSKY
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,100
    TYLER WIGINTON
    AUSTIN COMMUNITY COLLEGE
    5930 MIDDLE FISKVILLE RD
    AUSTIN,TX78752     		NONE I SCHOLARSHIP 2,250
    YE WON LEE
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,100
    ZACHARY JENKINS
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,100
    ANNIKA BRANDENBURG
    BAYLOR UNIVERSITY
    1311 S 5TH ST
    WACO,TX76706     		NONE I SCHOLARSHIP 3,300
    Total .................................bullet 3a 419,675
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 186,260  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 336,809  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aROYALTY INCOME     		    15 111,467  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   634,536  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    634,536
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
    EIN:
    74-1907673
    Name of Bond End of Year Book Value End of Year Fair Market Value
    592905764 MTRPLTN WST TTL RTRN    
    92203J308 VANGUARD TTL INTL BN 827,782 887,833
    94987W794 WELLS FARGO CORE BON    
    722005816 PIMCO INV GRD CRD BN 172,111 192,310
    808524870 SCHWAB U.S. TIPS ETF    
    54401E143 LORD ABBETT SHRT DUR 150,000 152,530
    09260B614 BLCKRCK HI YLD BND P 71,713 84,241
    83002G108 SIX CIRCLES ULTR SHR 84,063 84,231
    464287432 ISHARES 20+ YEAR TRE 214,423 236,595
    464287440 ISHARES 7-10 YEAR TR    
    72201F490 PIMCO INCOME FUND-IN 87,500 87,717
    921937603 VANGUARD TOT BD MKT 270,852 297,851
    54401E218 LORD ABBETT HIGH YIE 250,000 288,760
    83002G702 SIX CIRCLES GLOBAL B 910,000 910,011
    83002G884 SIX CIRCLES CREDIT O 188,000 191,347
    92206C771 VANGUARD MORTGAGE-BA 180,258 179,783

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
    EIN:
    74-1907673
    Name of Stock End of Year Book Value End of Year Fair Market Value
    101137107 BOSTON SCIENTIFIC CO 2,437 4,242
    110122108 BRISTOL-MYERS SQUIBB 4,868 5,335
    172967424 CITIGROUP INC 3,243 6,104
    254687106 WALT DISNEY CO/THE    
    369550108 GENERAL DYNAMICS COR    
    437076102 HOME DEPOT INC 574 4,516
    438516106 HONEYWELL INTERNATIO 1,718 9,784
    464287465 ISHARES MSCI EAFE ET 64,441 89,376
    493267108 KEYCORP    
    532457108 ELI LILLY & CO 4,395 8,273
    548661107 LOWE'S COS INC 1,008 7,223
    594918104 MICROSOFT CORP 2,445 33,141
    609207105 MONDELEZ INTERNATION 1,716 4,619
    617446448 MORGAN STANLEY 2,774 9,252
    666807102 NORTHROP GRUMMAN COR 7,301 8,227
    693506107 PPG INDUSTRIES INC 4,477 4,759
    713448108 PEPSICO INC 4,190 6,525
    717081103 PFIZER INC    
    723787107 PIONEER NATURAL RESO 3,996 4,214
    742718109 PROCTER & GAMBLE CO/ 3,629 4,731
    778296103 ROSS STORES INC    
    854502101 STANLEY BLACK & DECK 3,216 5,535
    882508104 TEXAS INSTRUMENTS IN 3,997 10,668
    907818108 UNION PACIFIC CORP 3,376 7,288
    949746101 WELLS FARGO & CO 3,503 3,561
    988498101 YUM] BRANDS INC 4,724 5,754
    00724F101 ADOBE INC.    
    02079K107 ALPHABET INC-CL C 2,939 17,519
    02079K305 ALPHABET INC-CL A 1,142 7,011
    09062X103 BIOGEN INC 1,488 1,224
    16119P108 CHARTER COMMUNICATIO 3,525 9,923
    20030N101 COMCAST CORP-CLASS A 1,054 4,978
    26875P101 EOG RESOURCES INC    
    30303M102 FACEBOOK INC-CLASS A 3,256 9,834
    31620M106 FIDELITY NATIONAL IN 2,312 5,234
    57636Q104 MASTERCARD INC - A 603 11,779
    58933Y105 MERCK & CO. INC. 4,172 5,399
    65339F101 NEXTERA ENERGY INC 6,128 10,184
    67103H107 O'REILLY AUTOMOTIVE 3,336 4,978
    78462F103 SPDR S&P 500 ETF TRU 986,852 1,832,012
    91324P102 UNITEDHEALTH GROUP I 1,540 14,378
    92532F100 VERTEX PHARMACEUTICA 376 2,836
    92826C839 VISA INC-CLASS A SHA    
    94106B101 WASTE CONNECTIONS IN 1,398 2,872
    96208T104 WEX INC 3,007 5,495
    G0176J109 ALLEGION PLC    
    G1151C101 ACCENTURE PLC-CL A    
    H1467J104 CHUBB LTD 1,293 4,772
    023135106 AMAZON.COM INC 3,657 32,569
    032654105 ANALOG DEVICES INC 6,993 7,534
    037833100 APPLE INC 569 30,519
    060505104 BANK OF AMERICA CORP 911 5,759
    084670702 BERKSHIRE HATHAWAY I    
    25278X109 DIAMONDBACK ENERGY I    
    45866F104 INTERCONTINENTAL EXC    
    46432F842 ISHARES CORE MSCI EA 220,965 248,724
    48129C207 JPM GL RES ENH IDX F    
    655844108 NORFOLK SOUTHERN COR 5,140 8,554
    67066G104 NVIDIA CORP 1,791 5,222
    718172109 PHILIP MORRIS INTERN    
    913017109 UNITED TECHNOLOGIES    
    98956P102 ZIMMER BIOMET HOLDIN 5,755 7,859
    025816109 AMERICAN EXPRESS CO 5,822 6,287
    053015103 AUTOMATIC DATA PROCE    
    191216100 COCA-COLA CO/THE 3,795 4,607
    285512109 ELECTRONIC ARTS INC    
    315911750 FIDELITY 500 INDEX-I 503,176 696,392
    11135F101 BROADCOM INC    
    46641Q696 JPMORGAN BETABUILDER 165,766 181,103
    46641Q712 JPMORGAN BETABUILDER 172,913 210,000
    56585A102 MARATHON PETROLEUM C    
    64110L106 NETFLIX INC 3,662 5,407
    70450Y103 PAYPAL HOLDINGS INC 5,886 15,223
    79466L302 SALESFORCE.COM INC 2,652 4,896
    83002G306 SIX CIRCLES US UNCON 635,848 846,962
    83002G405 SIX CIRCLES INTL UNC 472,500 498,641
    G5494J103 LINDE PLC 7,167 11,331
    00287Y109 ABBVIE INC 5,770 8,251
    015351109 ALEXION PHARMACEUTIC    
    22052L104 CORTEVA INC    
    26614N102 DUPONT DE NEMOURS IN    
    337738108 FISERV INC 6,669 8,995
    46641Q688 JPM BTABLDRS DEV ASI 75,335 87,945
    580135101 MCDONALD'S CORP 2,816 3,004
    747525103 QUALCOMM INC    
    N6596X109 NXP SEMICONDUCTORS N 7,062 10,177
    007903107 ADVANCED MICRO DEVIC 4,369 4,677
    031100100 AMETEK INC 3,301 3,991
    09857L108 BOOKING HOLDINGS INC 6,838 8,909
    461202103 INTUIT INC 3,914 5,318
    46434G103 ISHARES CORE MSCI EM 179,833 201,630
    46641Q720 JPMORGAN BETABUILDER 80,331 97,297
    512807108 LAM RESEARCH CORP 5,263 6,140
    518439104 ESTEE LAUDER COMPANI 2,428 2,662
    75513E101 RAYTHEON TECHNOLOGIE 5,029 4,863
    883556102 THERMO FISHER SCIENT 6,166 8,384
    N07059210 ASML HOLDING NV-NY R 3,218 5,365

    TY 2020 InvestmentsOtherSchedule2
    Name:
    LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
    EIN:
    74-1907673
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    12628J881 CRM LNG/SHRT OPPORT-      
    09257V508 BLACKSTONE ALT MULTI AT COST 155,205 147,859
    09250J734 BLACKROCK EVNT DRVN AT COST 82,125 82,372
    64128R608 NEUBERGER BERMAN LON AT COST 90,700 99,521
    72201U638 PIMCO MRTG OPP & BND AT COST 95,000 96,364

    TY 2020 OtherAssetsSchedule
    Name:
    LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
    EIN:
    74-1907673
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    XXX-XX-XXXX ZAVALA CO TX ZAVALA 1 1 1
    XXX-XX-XXXX T J BATES SVY ETC DE 1 1 1
    MINERAL ASSETS   0 134,243


    TY 2020 OtherDecreasesSchedule
    Name:
    LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
    EIN:
    74-1907673
    Description Amount
    2020 TRANSACTION POSTED IN 2021 11,333
    RETURN OF CAPITAL ADJUSTMENT 217
    ROUNDING 1


    TY 2020 OtherExpensesSchedule
    Name:
    LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
    EIN:
    74-1907673
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MINERAL INT-PRODUCTION TAX 3,236 3,236   0
    MINERAL INT-AD VALOREM TAX 16,799 16,799   0
    ROYALTY - OTHER EXPENSES 46,684 46,684   0
    MAILING-SCHOL-P RELATED 140 0   140
    DATABANK PRINTING SERVICES 163 0   163
    PRINTING-SCHOL'P RELATED 216 0   216
    WEBSITE MAINTENANCE-SCHOL'P RE 296 0   296
    SCHOL'P ADMIN-DEBBIE SANDERFER 10,410 0   10,410
    SCHOL'P ADMIN- TISH OWEN 3,505 0   3,505


    TY 2020 OtherIncomeSchedule2
    Name:
    LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
    EIN:
    74-1907673
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 111,467 111,467  


    TY 2020 OtherIncreasesSchedule
    Name:
    LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
    EIN:
    74-1907673
    Description Amount
    RECOVERY OF CHARITABLE DISTRIBUTIONS 4,775
    2019 TRANSACTION POSTED IN 2020 11,871


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
    EIN:
    74-1907673
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 3,650 3,650    


    TY 2020 TaxesSchedule
    Name:
    LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
    EIN:
    74-1907673
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 22 22   0
    FOREIGN TAXES ON QUALIFIED FOR 3,115 3,115   0
    FOREIGN TAXES ON NONQUALIFIED 374 374   0